Andrew Holman
Andrew Holman is a registered investment advisor at Raymond James & Associates, INC., based in New Orleans, LA, with 18 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
909 Poydras Street; Suite 1300, First Bank & Trust Tower, New Orleans, LA, 70112
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Andrew owns a beach rental condo with his wife since 2020. He and his wife also created Tweeties Properties LLC in 2021 to manage an Airbnb, dedicating minimal time to these activities.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
First Clearing, LLCBroker
Wachovia Securities, LLCBroker
A. G. Edwards & Sons, INC.Broker
State Registrations53 states
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